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Wealth Advisors of Tampa Bay’s NNN REIT NNN Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-685
Closed -$29.2K – 130
2025
Q1 		$29.2K Buy
+685
New +$28K 0.01% 141

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Advisors of Tampa Bay's NNN Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of NNN REIT (NNN) in Q2 2025, closing a stake of 685 shares — an estimated $29.2K sold.

Wealth Advisors of Tampa Bay first reported a position in NNN in Q1 2025 and held it in 1 quarter. The position peaked at $29.2K in Q1 2025. 482 funds tracked by Wall St. Rank hold NNN as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining NNN REIT position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 685 NNN REIT shares in Q2 2025, an estimated $29.2K.
  • Wealth Advisors of Tampa Bay first reported a position in NNN REIT in Q1 2025 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's NNN REIT position peaked at $29.2K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held NNN REIT as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.